DEVI MENGEKAR
Wealth Management Analyst
Hyderabad
Summary
Results-oriented Analyst skillful in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success.
Overview
2
2
years of professional experience
Work History
Wealth Management Analyst
MassMutual India
09.2022 - Current
- Conducted thorough financial analysis for high net worth clients to assess investment opportunities and develop tailored wealth management strategies
- Managed day-to-day activities of the wealth management team
- Educated users on automation systems and features to reduce work time and achieve quality results
- Cross-trained in four essential processes to optimize team performance
- Presented detailed findings and recommendations to team members
- Maintained 100% adherence to service level agreements and quality standards
- Demonstrated high productivity by consistently meeting assigned workload
- Engaged in organizational events and committees
- Strictly followed standard operating procedures
- Recognized as a top-performing analyst with a focus on quality excellence
- Analyzed operational improvements against KPIs to measure progress
- Streamlined process steps through VBA Macros to minimize redundant tasks and increase efficiency
- Contributed to ongoing process enhancement initiatives by presenting valuable improvement ideas.
Education
BBA -
St. Ann's College For Women
Hyderabad, India 04.2001 - 04.2022
Intermediate (MEC) -
St. Ann's College For Girls
Hyderabad, IndiaSSC -
Reliance Hi-tech School
Hyderabad, IndiaSkills
Productive
undefinedAccomplishments
- Received positive feedback from home office team and colleagues for exceptional service and professionalism, enhancing the reputation of the wealth management team and fostering long-term client relationships
- Proactively sought out opportunities for process improvements, leading to increased efficiency and effectiveness in daily operations
- Consistently met or exceeded performance targets, contributing to the overall success of the wealth management team and earning recognition for outstanding contributions
- Enhanced excel processes, implementing across department for increased productivity and profits
Resume Objective
Eager to apply my BBA degree and wealth management expertise in a dynamic role where I can utilize my strong academic background in business concepts, research skills, and organizational behavior to drive process improvement and effectively analyze management strategies.
Personal Information
- Date of Birth: 10/14/02
- Gender: Female
- Nationality: Indian
Timeline
Wealth Management Analyst
MassMutual India
09.2022 - Current
BBA -
St. Ann's College For Women
04.2001 - 04.2022
Intermediate (MEC) -
St. Ann's College For Girls
SSC -
Reliance Hi-tech School
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